ChatGPT Plugin

Perfex CRM

Work with your Perfex CRM data

Brand: Perfex CRM

Category: Sales & CRM
Primary Subcategory: B2B Sales CRM Platforms

Integration details

Description

Perfex CRM connects ChatGPT to your own self-hosted Perfex CRM, so you can look up and update your business records in conversation. What you can do: - Search and read customers, contacts, leads, invoices, estimates, proposals, credit notes, payments, projects, tasks, milestones, tickets, contracts, expenses, items and staff. - Read an invoice or estimate with its line items, or a support ticket with its replies, and get a summary. - Create and update records, for example add a lead, draft an estimate, record a payment or add a checklist item to a task. Sign-in: when you connect, you enter the web address of your Perfex CRM and an API token created in Setup > API > API Management. ChatGPT gets exactly the permissions of that token, so you decide what it can see and change. Tools that delete records, overwrite fields or may email your customers are marked so that ChatGPT asks for your confirmation first. Your data: the connector passes requests between ChatGPT and your CRM and does not store your CRM data. Your CRM address and token are kept encrypted only to keep you connected; disconnecting revokes access, and deleting the token in Perfex CRM stops it immediately. Requirements: a self-hosted Perfex CRM reachable over https, with the REST API for Perfex CRM module by Themesic Interactive installed, licensed for that CRM's domain, and its MCP server enabled in Setup > API > Settings. Without the module the plugin cannot access your CRM. Limitations: the plugin works only with the one CRM you connect, within the permissions of your token. It does not process card payments and cannot reach CRMs on private networks. Perfex CRM is a trademark of its owner. This plugin is published by Themesic Interactive and is not affiliated with the makers of Perfex CRM.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Sales & CRM
Primary Subcategory: B2B Sales CRM Platforms
Secondary Subcategories: None listed
Brand: Perfex CRM
Access: Account required
First tracked: 2026-10-11
Tool count: 121
Geography: US

Agent DiscoverabilityChatGPT Plugin Discovery Score

ChatGPT organic discovery is live

Your score is coming

ChatGPT now suggests Plugins on its own when they match a user's request.Your Plugin Discovery Score measures how often yours appears, and it will show here as soon as it’s ready.

ChatGPT recommends Airtable when a user asks it to update a CRM. — ChatGPT surfaces Airtable because it matches the user's request.

Primary Subcategory

Competing in ChatGPT B2B Sales CRM Platforms

View Category

Listed in alphabetical order

Primary Subcategory

Agiled0/100

Alaz0/100

Asbie0/100

Attio38/100

Badger Maps (Advanced)0/100

Perfex CRMComing soonGet notified

Tools

121 tools agents can invoke

Add a checklist item to a task.
tasks_checklist_add
Create a calendar event. Pass the record fields as the "data" object (same field names as the REST API).
calendar_events_create
Create a contact. Pass the record fields as the "data" object (same field names as the REST API).
contacts_create
Create a contract. Pass the record fields as the "data" object (same field names as the REST API).
contracts_create
Create a credit note. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.save_and_send is set.
credit_notes_create
Create a customer. Pass the record fields as the "data" object (same field names as the REST API).
customers_create
Create a estimate. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.save_and_send is set.
estimates_create
Create a expense. Pass the record fields as the "data" object (same field names as the REST API).
expenses_create
Create a invoice. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.save_and_send is set.
invoices_create
Create a lead. Pass the record fields as the "data" object (same field names as the REST API).
leads_create
Create a milestone. Pass the record fields as the "data" object (same field names as the REST API).
milestones_create
Create a project. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.send_created_email or data.project_marked_as_finished_email_to_contacts is set.
projects_create
Create a proposal. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.save_and_send is set.
proposals_create
Create a staff member. Pass the record fields as the "data" object (same field names as the REST API). Sends an email when data.send_welcome_email is set.
staffs_create
Create a subscription. Pass the record fields as the "data" object (same field names as the REST API).
subscriptions_create
Create a task. Pass the record fields as the "data" object (same field names as the REST API).
tasks_create
Create a ticket. Pass the record fields as the "data" object (same field names as the REST API). Emails the customer contact and notifies the department staff by default.
tickets_create
Create a timesheet. Pass the record fields as the "data" object (same field names as the REST API).
timesheets_create
Delete a calendar event by id. Permanently deletes the record; this cannot be undone.
calendar_events_delete
Delete a contact by id. Permanently deletes the record; this cannot be undone.
contacts_delete
Delete a contract by id. Permanently deletes the record; this cannot be undone.
contracts_delete
Delete a credit note by id. Permanently deletes the record; this cannot be undone.
credit_notes_delete
Delete a customer by id. Permanently deletes the record; this cannot be undone.
customers_delete
Delete a estimate by id. Permanently deletes the record; this cannot be undone.
estimates_delete
Delete a expense by id. Permanently deletes the record; this cannot be undone.
expenses_delete
Delete a invoice by id. Permanently deletes the record; this cannot be undone.
invoices_delete
Delete a lead by id. Permanently deletes the record; this cannot be undone.
leads_delete
Delete a milestone by id. Permanently deletes the record; this cannot be undone.
milestones_delete
Delete a project by id. Permanently deletes the record; this cannot be undone.
projects_delete
Delete a proposal by id. Permanently deletes the record; this cannot be undone.
proposals_delete
Delete a staff member by id. Permanently deletes the record; this cannot be undone.
staffs_delete
Delete a subscription by id. Permanently deletes the record; this cannot be undone.
subscriptions_delete
Delete a task by id. Permanently deletes the record; this cannot be undone.
tasks_delete
Delete a checklist item from a task. Permanently deletes the record; this cannot be undone.
tasks_checklist_delete
Delete a ticket by id. Permanently deletes the record; this cannot be undone.
tickets_delete
Delete a timesheet by id. Permanently deletes the record; this cannot be undone.
timesheets_delete
Get a single calendar event by id.
calendar_events_get
Get a single contact by id.
contacts_get
Get a single contract by id.
contracts_get
Get a single credit note by id. Includes the line items (positions) in an "items" array: description, long_description, qty, rate, unit and item_order.
credit_notes_get
Get the CRM server date/time plus useful periods (today, current month/quarter, previous quarter, year-to-date).
get_current_datetime
Get a single customer by id.
customers_get
Get a single estimate by id. Includes the line items (positions) in an "items" array: description, long_description, qty, rate, unit and item_order.
estimates_get
Get a single expense by id.
expenses_get
Get a single invoice by id. Includes the line items (positions) in an "items" array: description, long_description, qty, rate, unit and item_order.
invoices_get
Get a single item by id.
items_get
Get a single lead by id.
leads_get
Get a single milestone by id.
milestones_get
Get a single payment by id.
payments_get
Get a single project by id.
projects_get

FAQs

Perfex CRM ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve Perfex CRM's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Perfex CRM alternatives on ChatGPT?

As of 2026-10-11, Perfex CRM competes with HubSpot, Attio, Close, Zoho CRM, Agiled, Alaz, Asbie, Badger Maps (Advanced) and 37 more in ChatGPT B2B Sales CRM Platforms, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.